Qualifying for Medicaid: Effective Asset Transfers and Income Planning

Adopt Effective Asset Transfer Strategies When Planning for Medicaid

The financial eligibility requirements for Medicaid are stringent, and time is often of the essence. This practical legal guide will help you properly plan for the clients' spenddown transfers to ensure their financial independence and minimize transfer taxes. Register today!

• Find out what financial tools help the clients keep the maximum financial resources while still fulfilling the spenddown requirements.
• Advise clients against actions that will restart the lookback period.
• Document each gift properly to ensure the intended tax allocation.
• Help clients manage sudden cash influxes that threaten their eligibility.

Who Should Attend

This basic legal briefing is designed for attorneys. It may also benefit social workers, estate planners and paralegals.

Course Content

• Affordable Care Act Medicaid Provisions Update
• PACE Program Eligibility
• Spenddown Planning: Early Stages
• Spenddown Tools
• Managing Unexpected Influxes of Cash: Restarted Lookback Period
• Tax Considerations

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 

West LegalEdcenter will not provide accreditation for states not listed. 

This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.